BDO Wealth Advisors’s Zoom ZM Stock Holding History

BDO Wealth Advisors’s Portfolio ZM Stock Details ZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$10.7K	Hold	157	–	–	﹤0.01%	686
2023 Q1	$11.6K	Hold	157	–	–	﹤0.01%	673
2022 Q4	$10.6K	Hold	157	–	–	﹤0.01%	674
2022 Q3	$12K	Hold	157	–	–	﹤0.01%	682
2022 Q2	$17K	Hold	157	–	–	﹤0.01%	593
2022 Q1	$18K	Buy	157 +32	+26%	+$4.35K	﹤0.01%	619
2021 Q4	$23K	Hold	125	–	–	﹤0.01%	599
2021 Q3	$33K	Sell	125 -125	-50%	-$42.1K	﹤0.01%	512
2021 Q2	$97K	Sell	250 -25	-9%	-$8.33K	0.01%	376
2021 Q1	$88K	Buy	275 +149	+118%	+$54.8K	0.01%	373
2020 Q4	$43K	Buy	126 +116	+1,160%	+$51.7K	0.01%	371
2020 Q3	$5K	Buy	10 +8	+400%	+$2.56K	﹤0.01%	568
2020 Q2	$1K	Buy	+2	New	+$360	﹤0.01%	676

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BDO Wealth Advisors's ZM Position: Q2 2023 in Review

BDO Wealth Advisors held its Zoom (ZM) position steady in Q2 2023 at 157 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

BDO Wealth Advisors first reported a position in ZM in Q2 2020 and has held it in 13 quarters since. The position peaked at $97K in Q2 2021. 652 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

BDO Wealth Advisors held 157 shares of Zoom worth $10.7K as of Q2 2023.
BDO Wealth Advisors left its Zoom share count unchanged in Q2 2023.
Zoom made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #686 holding.
BDO Wealth Advisors first reported a position in Zoom in Q2 2020 and has held it in 13 quarters since.
BDO Wealth Advisors's Zoom position peaked at $97K in Q2 2021.
652 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.